Trust This with Joseph Seagle
Trust This with Joseph Seagle
Trust This. Harnessing EOS for Business Excellence - ft. Jason DeBono
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In this conversation, Joe Seagle interviews Jason DeBono, the President of NuView Trust Company. They discuss the concept of self-directed IRAs and how NuView allows investors to diversify their portfolios beyond traditional investments. They also talk about the implementation of the Entrepreneurial Operating System (EOS) and how it has helped NuView scale and improve their processes. Jason shares the importance of culture in the company and how EOS has played a role, especially in light of a recent merger with Inspira Financial. Hear all this and more in today’s episode.

 

Takeaways

 

Chapters

00:00

Introduction to NuView Trust and Self-Directed IRAs

01:27

Benefits of Self-Directed IRAs

05:45

Setting Goals and Clarity

06:55

The Importance of Having a Coach

09:50

Challenges Before Implementing Traction

12:26

People and Processes

15:52

Preparing for a Merger

22:18

Culture in an Acquisition

26:57

Transitioning in the New Organization

34:20

ALTSCON Conference

38:07

Inspirational Mentor

 

 

 

Resources Mentioned

NuView Trust Company | https://www.NuViewIRA.com 

Inspira Financial | https://inspirafinancial.com/individual/wealth-retirement/self-directed-ira.

Bigger Pockets Podcast | https://www.biggerpockets.com/

 

Join ALTSCON hosted by NuView Trust Company on Oct 17-18, 2024 | https://www.altscon.com/

 

—Contact Jason & NuView Trust Company——

@NuViewTrust @JasonDeBono

linkedin.com/in/jasondebono7

 

 

—Follow Us—

@mylandtrustee @aspirelegalsolutions

https://linktr.ee/mylandtrustee